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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,757 | $102,422-47.5% | $147,117-63.5% | $80,959-33.6% |
| Participation rate | 30.0% | 75.9%-45.9pp | 82.2%-52.2pp | 67.7%-37.7pp |
| Annual return | 15.82% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $878 | $3,717-76.4% | $4,932-82.2% | $2,757-68.1% |
| Participant deferral / active EE | $2,017 | $6,652-69.7% | $8,065-75.0% | $4,300-53.1% |
| Admin fee / account holder | $5,105 | $7,953-35.8% | $12,993-60.7% | $6,925-26.3% |